James Estep
Financial Advising for Florida First Responders
- Role
- Certified Financial Plannertm Professional at Everest Financial Advisors
- Location
- Hollywood, FL, US
- LinkedIn followers
- 500 followers
About James Estep
Helping First Responders Sleep Great at Night, Knowing They Have a Partner Working with…
Experience
Certified Financial Plannertm Professional
Jan 2010 — Present
Working with individuals and families to make informed decisions about their finances that are client specific and free of conflicts of interest. From assisting young individuals and families to manage and accumulate assets during their early years or to helping retirees preserve and distribute their wealth during their later years, my goal is to develop a personalized wealth strategy of accumulation, preservation, and distribution that is suited for you.
Education
Barry University
Bachelors, Public Administration
2004 — 2006
Boston University
Certificate of Financial Planning
2008 — 2010
Skills
- Financial Planning
- Investment Management
- Finance
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Management
- Emergency Management
- Wealth
- Strategy
- Asset Allocation
- Investments
- Government
- Public Safety
- Financial Advisory
- Roth Ira
- Retirement Planning
- Strategic Planning
- Retirement
- Options
- Strategic Financial Planning
- Tax Preparation
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